Microsoft reiterates plan to invest $80 billion in AI, but may 'adjust our infrastructure in some areas'
1. Microsoft confirms $80B spending plan for data centers to support AI workloads. Plans remain on track. 2. Canceled leases with two private data center operators were noted by analysts. Cancellation may reflect strategic pacing. 3. CEO Nadella acknowledged potential infrastructure adjustments amid record pace capacity additions. This could affect short-term perceptions. 4. Data center supplier stocks fell amid broader market volatility. The news links to wider tech sector movements.